Current Position:
Chief Compliance Officer / OSJ at WealthPlan PartnersExperience:
31 yearsLocation:
Omaha, Nebraska, United StatesSep 2023 - Current
Apr 2021 - Sep 2023
Jul 2018 - Mar 2021
Oct 2018 - Dec 2018
Apr 2006 - Jul 2018
Apr 1999 - Jan 2006
Jan 1994 - Jan 1999
BA at University of Wisconsin-Madison
Name: WealthPlan Partners
Location: Omaha, Nebraska, United States
Employees: 100-200
Description: WealthPlan Partners specializes in asset, investment, and wealth management as well as financial planning services....
How long has David Peterson been working as a Chief Compliance Officer / OSJ?
David Peterson's total experience in various companies as a Chief Compliance Officer / OSJ 2 years 1 month.What is David Peterson's minimum period of employment in the companies?
David Peterson's minimum period of employment in various companies is 2 months.What is David Peterson's average duration of employment for different companies?
On average, David Peterson works for one company for 4 years 11 monthsWhat industries has David Peterson worked in?
David Peterson works in the Financial Services. Previously, David Peterson worked in the Banking.What positions has David Peterson held before?
Previously, David Peterson worked as a Director of OSJ Supervision, and Director of Operations - Asset Movement and Trade Support, and Interm Manager of Account Maintenance, and Trading Manager / Brokerage Services Manager, and Head Trader / Trading Supervisor.How do I contact David Peterson?
David Peterson's email address is d*******n@wealthplan.group, phone number is +1-***-***-6611. Sign up to get contact details.Find email for 850M+ professionals